Ritholtz Wealth Management’s Twilio TWLO Stock Holding History

Ritholtz Wealth Management’s Portfolio TWLO Stock Details TWLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.74M	Sell	18,121 -1,545	-8%	-$274K	0.06%	252
2026 Q1	$2.47M	Sell	19,666 -4,228	-18%	-$520K	0.04%	324
2025 Q4	$3.4M	Sell	23,894 -2,809	-11%	-$348K	0.06%	224
2025 Q3	$2.67M	Buy	26,703 +7,083	+36%	+$797K	0.05%	257
2025 Q2	$2.44M	Buy	19,620 +4,988	+34%	+$530K	0.05%	244
2025 Q1	$1.43M	Buy	14,632 +11,445	+359%	+$1.36M	0.04%	321
2024 Q4	$344K	Buy	+3,187	New	+$291K	0.01%	668
2022 Q4	–	Sell	-3,208	Closed	-$222K	–	735
2022 Q3	$222K	Buy	+3,208	New	+$256K	0.01%	635

Other funds holding TWLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Ritholtz Wealth Management's TWLO Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Twilio (TWLO) stake by 7.9% in Q2 2026, selling an estimated $274K and leaving 18,121 shares worth $3.74M. The position accounts for 0.06% of the portfolio, ranked #252.

Ritholtz Wealth Management first reported a position in TWLO in Q3 2022 and has held it in 8 quarters since. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

Ritholtz Wealth Management held 18,121 shares of Twilio worth $3.74M as of Q2 2026.
Ritholtz Wealth Management sold 1,545 Twilio shares in Q2 2026, an estimated $274K.
Twilio made up 0.06% of Ritholtz Wealth Management's portfolio in Q2 2026, its #252 holding.
Ritholtz Wealth Management first reported a position in Twilio in Q3 2022 and has held it in 8 quarters since.
966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.